Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | Mar 31, 2026 | 5.5M | 62.1M | 5.9% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Dec 31, 2025 | 2.9M | 31.9M | 3.0% |
| iShares Trust-iShares Russell 2000 ETF | Mar 31, 2026 | 2.3M | 25.4M | 2.4% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Feb 28, 2026 | 1.9M | 21.1M | 2.0% |
| Fidelity Capital Trust-Fidelity Value Fund | Mar 31, 2026 | 1.1M | 12.9M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Dec 31, 2025 | 1.0M | 11.8M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Dec 31, 2025 | 991.0K | 11.1M | 1.1% |
| iShares Trust-iShares S&P Small-Cap 600 Value ETF | Mar 31, 2026 | 909.7K | 10.2M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Feb 28, 2026 | 894.3K | 10.0M | 1.0% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | Apr 30, 2026 | 839.8K | 9.4M | 0.9% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.